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TERRY MCDANIEL & COMPANY
CRD 104732File 801-24465
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.92B
Top 25% of cohort (national)
Discretionary AUM
$1.74B
Non-discretionary $180.0M
Clients
378
370 accounts
Employees
13
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 27, 1985
- Principal office
- 2630 EXPOSITION BLVD STE 300, AUSTIN, TX, 78703
- Phone
- 512-495-9500
- Website
- HTTP://WWW.TMCDANCO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.92B
- Discretionary AUM
- $1.74B
- Non-discretionary AUM
- $180.0M
- Discretionary accounts
- 365
- Non-discretionary accounts
- 5
- Total accounts
- 370
- AUM per client
- $5.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 8 | $48.9M |
| High net worth individuals | 248 | $1.83B |
| Individuals (other than high net worth individuals) | 122 | $41.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2026 | Clients | 380 | 378 | decreased by2 |
| Apr 1, 2026 | AUM | $1,777,083,995 | $1,921,027,445 | increased by$143,943,450 |
| Apr 1, 2026 | Accounts | 372 | 370 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 12 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 341 | 380 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,554,332,331 | $1,777,083,995 | increased by$222,751,664 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 341 | 372 | increased by31 |
| Apr 1, 2022 | Employees | 15 | 14 | decreased by1 |
| Apr 1, 2022 | Clients | 339 | 341 | increased by2 |
| Apr 1, 2022 | AUM | $1,347,520,896 | $1,554,332,331 | increased by$206,811,435 |
| Apr 1, 2022 | Accounts | 339 | 341 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TERRY MCDANIEL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TERRY MCDANIEL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.